See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $639,145 | $81,460+684.6% | $103,333+518.5% | $80,856+690.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.65% | 25.55%-13.9pp | 24.88%-13.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $37,586 | $3,105+1110.4% | $3,868+871.8% | $2,755+1264.4% |
| Participant deferral / active EE | $17,710 | $3,869+357.8% | $5,057+250.2% | $4,296+312.3% |
| Admin fee / account holder | $31,060 | $6,566+373.0% | $8,355+271.8% | $6,918+349.0% |